Amy Melton is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 license and previously worked at Brookfield Asset Management and Northern Trust Corporation. Melton’s educational background includes four years at DePauw University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a client-specific investment approach using both in-house and third-party managers, supported by a broad capital-markets platform.

Sanya Mulhern is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at City National Bank, Merrill, and Banc of America Investment Services. She is based in San Diego, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

James Lynch is a financial advisor with RBC Capital Markets in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Raymond James Financial, and Wells Fargo Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Steven Lahre is a financial advisor with RBC Capital Markets in San Diego, CA, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. His career includes roles at City National Bank, Morgan Stanley, and Citigroup Global Markets. He serves as a mentor and advisory board member for the San Diego High School Academy of Finance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Courtney Allen is a financial advisor with RBC Capital Markets in San Diego, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ advisory risk profiles using a combination of in-house and third-party managers, with options for tax management and responsible-investing screens.

Shaun Alzate is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, LPL Financial, Wayne Hummer Investments L.L.C., and RSM Insurance Agency Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Michelle Colombo is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2016. Outside of her advisory role, she is involved with LiamFinn - Allford Wealth Strategies, a support company unrelated to investment activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

William Allford is a financial advisor with RBC Capital Markets in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he serves on the Board of Directors for the NSAC Alano Club, a nonprofit recovery organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management solutions, leveraging both in-house and third-party investment resources.

Jeremy Pursch is a CFP® with 17 years of industry experience and has been with RBC Capital Markets since 2014. He holds the Series 66 designation and is based in San Diego, CA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Gunner Robinson is a financial advisor at RBC Capital Markets holding a Series 66 designation. He began his career in financial services in 2025 and has prior experience working at the City of Eugene, University of Oregon, and Sapient Private Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning services through various wrap fee advisory programs, utilizing both in-house and third-party investment managers.

Emily Ueno is a financial advisor at RBC Capital Markets in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining RBC Capital Markets, she worked in roles at Rivian and Agile Pursuits, among other organizations. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital markets capabilities and affiliated asset management resources.

David Schrager is a financial advisor with RBC Capital Markets based in San Diego, CA. He holds the Series 66 credential and has 25 years of industry experience, including roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he owns and actively manages multiple rental duplexes and apartment properties in Texas and California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Jeffrey Wilson is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TD Ameritrade and multiple sportfishing-related businesses. Outside of finance, he works as an independent contractor for Uber Eats, delivering food locally. RBC Wealth Management serves a wide range of clients including individuals, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and provides customizable portfolio strategies tailored to clients’ risk profiles.

Ryan Souligny is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2014 and City National Bank since 2016. Outside of his financial career, he is involved in private business ventures including ownership of a music production company and a partnership in a San Diego-based restaurant and microbrewery. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that utilize both in-house and third-party managers, and features a broad capital markets and asset management platform.

Rachel Paulin is a financial advisor with RBC Capital Markets in San Diego, CA. She holds Series 63 and Series 65 designations and has 46 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored strategies, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and related financial services.

Christopher Wells is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2014 and at City National Bank since 2017. Outside of his advisory role, he is a passive owner of a real estate development and management business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Brian Neault is a financial advisor with RBC Capital Markets in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. His career includes prior roles at Morgan Stanley and City National Bank. Outside of finance, he consults independently in the horse racing industry, advising on the purchase of shared interests in horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Sofia Mundy is a financial advisor with RBC Capital Markets in San Diego, holding a Series 66 designation and two years of industry experience. She has been with RBC Capital Markets since 2021 and previously worked at Merrill for 14 years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Joshua Hudecek is a financial advisor at RBC Capital Markets in San Diego, CA, holding a Series 66 designation. He joined RBC Capital Markets in 2026 after roles at Bank of America and San Diego County Credit Union. He has less than one year of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Khanh Ngo is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, where he has worked since 2020. His prior experience includes roles at Merrill, Unionbanc Investment Services, MUFG Union Bank, and Bank of America. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Liam Allford is a financial advisor at RBC Capital Markets in San Diego, CA. He holds the Series 66 designation and has recently begun his career, with prior experience including roles at City National Bank and RBC Capital Markets, as well as being a student at UCSB. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers and providing options for tax management, responsible investing, and alternative investments.